Basic Campaign Management

Creating A New Campaign

Below are the steps to create Campaigns under the Marketing > Campaigns:

STEP 1: Go to Marketing → Campaigns.

STEP 2: Create an Email template that will be sent out as part of the campaign by clicking on Template List → New Template. Once the email template is created and saved it will redirect the organizer to the Template List Page.

STEP 3: Once there is at least one template the admin can click on the + New Campaign button in order to create a campaign.

If there are no templates for the campaign the following notification will pop up once the New Campaign button is clicked:

Configuring Campaign Details

Campaign Name:

• A text input field for entering the name of the campaign.

• Labeled “Campaign name” with a red asterisk (*) indicating that it is a required field.

Schedule Section

1. Sending Date:

• A date picker field labeled “Sending date” with a red asterisk (*) indicating it is required.

• Placeholder text: “yyyy-mm-dd.”

• Includes a calendar icon to help select the date.

2. Sending Time:

• A time picker field labeled “Sending time” with a red asterisk (*) indicating it is required.

• Placeholder text: “Select time.”

• Includes a clock icon for time selection.

• The time is according to the event location time zone set up in either admin/general/edit or admin/general/settings (Time settings)

3. Template:

• A dropdown menu for selecting the email template.

• Labeled “Template” with a red asterisk (*) indicating it is required.

4. Add Date:

• A link labeled “Add date” to add additional scheduling dates.

Filters Section

1. Send To:

• A dropdown field labeled “Send to” for selecting the recipients of the campaign.

2. Add Filter Fields:

• A link labeled “Add filter fields” to include additional filtering criteria for recipients.

Additional Settings Section

1. Additional Settings Dropdown:

• A dropdown menu labeled “Additional settings”. Contains additional filters for the recipients:

  • Without Additional Settings - default option.

  • Activated

  • Invited

  • Not activated

  • Meetings

    • Only With Incoming Meetings

  • Lounge Meetings

    • Confirmed Lounge Meetings

Triggers Section

In this section you can the conditions that should trigger this campaign. Triggers are explained in our Campaign Triggers article.